Filed June 1, 2026 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $43,202 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,150 | $111,608-19.2% | $177,821-49.3% | $73,409+22.8% |
| Participation rate | 99.3% | 87.9%+11.4pp | 87.7%+11.5pp | 72.2%+27.1pp |
| Annual return | 17.38% | 18.23%-0.8pp | 48.32%-30.9pp | 59.29%-41.9pp |
| Employer contribution / active EE | $3,936 | $3,796+3.7% | $5,918-33.5% | $2,234+76.2% |
| Participant deferral / active EE | $4,129 | $6,199-33.4% | $7,714-46.5% | $3,805+8.5% |
| Admin fee / account holder | $70 | $166-58.0% | $12,427-99.4% | $158-55.9% |